Beacon Bridge Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beacon Bridge Wealth Partners, LLC
- $235 Billion
- Q4 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 31,824 shares of VTEB stock, worth $1.6 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
31,824
Previous 31,468
1.13%
Holding current value
$1.6 Million
Previous $1.61 Billion
0.83%
% of portfolio
0.68%
Previous 0.69%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,286Shares Held
542MCall Options Held
34.6KPut Options Held
62.2K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.95 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.69 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.26 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio